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AI assistant helping people avoid their overdraft, build credit and budget better

Summary description

  • Mobile-based, using AI to enable users to manage finances intelligently

  • Highly interactive, message based approach to keeping in touch with personal budgets and patterns of spend

  • Helps individuals (primarily 21 - 29 age cohort) to change behaviour to better manage their expenditure

Opportunity investment thesis

  • Opportunity to help 21 – 29 cohort to use mobile to improve behaviour to their benefit

  • Highly interactive communication approach to engage and build trust and relationship

  • Approach and marketing methodology can be replicated across geographies

  • Success requires scaling and developing relationship with users to build retention 

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